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Summit Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Summit Financial’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$427K Buy
4,643
+1,309
+39% +$120K 0.01% 601
2025
Q1 		$284K Buy
+3,334
New +$284K 0.01% 622